James Boyd is a CFP® with 39 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd. He has held prior roles at LPL Financial and National Planning Corporation and has operated Boyd Financial Planning since 1984. Outside of advising, he is involved in tax preparation through a side business, SASSY COUTURE. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions with an open-architecture investment approach.

Josephine Tran is a financial advisor with TIAA-CREF in Pasadena, CA, holding Series 66, Series 65, and Series 63 credentials and eight years of industry experience. Her work history includes multiple roles at TIAA-CREF and related entities, as well as experience at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory approach distinguishes one-time planning services from ongoing discretionary management, applying a fiduciary standard with a focus on model and customized portfolios across its programs.

Bryton Lam is a financial advisor at Citigroup Global Markets with Series 63 and 65 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and several financial services and mortgage-related firms. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures capabilities. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, leveraging internal standards and oversight committees to select and monitor investment managers.

Sanjeev Sardana is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Lido in 2025, he worked at Bluepointe Capital Management for 19 years, Credit Suisse Securities for 3 years, and Pershing for 5 years. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans. The firm employs an integrated wealth-management approach with a focus on asset allocation and option strategies, and it offers a range of services including investment management, financial planning, and family office support.

Komal Motwani is a CFP® with seven years of industry experience, currently serving as a financial advisor at TIAA-CREF. Prior to joining TIAA-CREF in 2025, Motwani worked for Yanni & Associates Investment Advisors, LLC for a total of seven years and spent time at Thakar Financial LLC, Raymond James. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between stand-alone planning services and ongoing discretionary management and acts as adviser to a donor-advised fund.

Myra Alport is a financial advisor at Lido with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including Copperwynd Financial and Thompson Wealth Management. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach that balances multiple asset classes and uses tactical option strategies while offering a range of affiliated services such as trust, tax, and insurance.

Jacob Dorman is a CFP® professional with 13 years of industry experience, currently advising at Mariner since 2022. He co-owns Dorman & Company Inc., an event services business for which he provides consulting on weekends. Prior to Mariner, he worked at AdvicePeriod, LLC and ran his own wealth management firm. Mariner serves a diverse client base including high-net-worth individuals, institutions, and private funds, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office support. The firm employs customized discretionary portfolios supported by both internal and third-party management, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Dylan Mathis is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, futures and derivatives services, and bespoke solutions for very large clients.

Tat Chan is a financial advisor with Principal Financial Services in Pasadena, CA, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Principal Life Insurance Company, NYLIFE Securities LLC, New York Life Insurance Co., Basel Capital, Whitewing Insurance Solutions, and HSBC in both the U.S. and Hong Kong. Outside of advisory work, he is the owner of Seed Capital LLC, which is investing as a limited partner in a restaurant. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel, with advisory offerings that include financial planning and access to third-party money manager solutions.

Nicki Green is a CFP® and holds a Series 65 license with five years of experience in the financial advisory industry. She is currently with Lido Advisors, LLC and has prior experience at Colorado Financial Management, Cascade Financial Management Inc, and Vail Resorts. Lido advises a diverse client base that includes high-net-worth individuals, family offices, trusts, and institutional entities. The firm employs an integrated wealth-management approach, balancing various asset classes and utilizing tactical, defined-risk option strategies, while also serving as a sub-adviser to exchange-traded funds and offering extensive affiliated services in trust, tax, insurance, and brokerage.

Shaina Desai is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Hightower Advisors and has held prior roles at Northwestern Mutual Wealth Management Company and Jessica Aliotti. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled investment vehicles and private funds.

Phuong Dinh is a financial advisor at Lincoln Investment with Series 66 credentials and one year of industry experience. Prior to joining Lincoln Investment, Dinh has been self-employed since 2015 and is involved with Vers, LLC. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services supported by an in-house investment management team and a broad network of independent advisors.

Simon Zhang is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm emphasizes discretionary SMA management alongside family-office and administrative services, employing a centralized macroeconomic research-driven investment process tailored to clients with significant net worth.

Rita Pattaratornkosohn is a financial advisor with GWN Securities Inc. and holds a Series 66 designation. She has less than one year of industry experience. Prior to joining GWN Securities, her background includes academic roles at the University of California Riverside and a brief period at POKE CO. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of affiliated and unaffiliated sub‑advisers and uses market-timing and momentum-based strategies within certain legacy programs.

Albert Jennings Segura is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Segura has involvement in non-variable insurance activities alongside his advisory role. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients through a model that emphasizes independent advisory representatives offering customized portfolio management using an open-architecture platform.

Brighton Lam is a financial advisor with GWN Securities Inc. based in Pasadena, CA. He holds the Series 66 designation and began his career with the firm in 2026. Prior to entering the industry, Brighton worked in the food service sector and completed his education at California State University, Los Angeles. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies alongside model-based asset allocation.

Ahmad Khalil is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022, following prior roles at Guggenheim Securities and Wedbush Securities Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of discretionary and non-discretionary investment services including strategic asset allocation, manager selection, and retirement consulting, while maintaining custody of client assets as a qualified custodian.

Daniel Brown is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Annex Wealth Management, Pegasus Partners, and Milwaukee Public School. He studied at the University of Wisconsin, Madison, and has experience in both the financial and education sectors. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing integrated wealth management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm combines active sub-advisory and investment-company roles with a broad range of in-house capabilities and manages approximately $42.5 billion in assets.

Brian Haloossim is a financial advisor at Lido with 23 years of industry experience. He holds the Series 66 designation and previously worked for Sanford C. Bernstein from 2003 to 2026. Outside of his advisory role, he serves on the advisory board of Qloo Inc., a technology company focused on entertainment and culture, where he provides strategic advice and participates in product testing. Lido advises a broad client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it combines traditional advisory services with extensive affiliated capabilities such as in-house trust companies and tax subsidiaries.

Teancum Stafford is a financial advisor at Lido with Series 66 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing and Empower Advisory Group. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management, financial planning, and family office services. The firm employs a tactical investment approach that includes equity, fixed income, alternative investments, and defined-risk option strategies, and it also acts as a sub-adviser to several investment funds.